Putting the spotlight on social factors - best practice case studies

We have worked with members to develop a set of best practice case studies. We know that while social factors are being considered by our members in their investment approaches, general understanding and knowledge can still be limited in this area, and some find social factors confusing to navigate.

Many of our members are doing excellent work and are successfully investing with impact while maximising member returns. These case studies demonstrate best practice across the investment cycle, from helping to highlight how to approach investing with impact, through to specific examples that demonstrate what opportunities are available. Through making changes to investment and stewardship strategies, the pensions industry can play a leading role in investing with impact.

Download in the member area